Financial Advisor - Flexible Schedule & Community Impact

Funk Group of Northwestern Mutual; Waterloo (IA); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Retirement

Company parties

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Job summary

The Funk Group of Northwestern Mutual is seeking a Financial Representative to build lasting relationships with individuals and local businesses, delivering personalized insurance and financial planning solutions. You will work with clients to understand needs and propose strategies that fit their goals.

Join a team committed to community involvement and professional growth, with flexible work options and a supportive mentoring network to help you succeed in a rewarding career.

Qualifications

• Bachelor's degree preferred; experience in financial services or sales is beneficial but not required.
• Strong interpersonal and communication skills essential for client engagement.
• Ability to build trust and rapport with clients and communities.

Responsibilities

• Client Consultation: Engage with clients to understand financial goals and concerns.
• Financial Planning: Develop plans including investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies.
• Ongoing Support: Monitor plans and adjust strategies as needed.
• Networking: Build a client network through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust building

Education

Bachelor's degree preferred

Job description

The Funk Group of Northwestern Mutual is seeking a Financial Representative to build lasting relationships with individuals and local businesses, delivering personalized insurance and financial planning solutions. You will work with clients to understand needs and propose strategies that fit their goals.

Join a team committed to community involvement and professional growth, with flexible work options and a supportive mentoring network to help you succeed in a rewarding career.